DON institutional holders

WisdomTree U.S. MidCap Dividend Fund · 496 reporting institutions · $2.3B reported value

Funds that can replace DON · DON return decomposition

Institutional holdings

Institutions reporting DON, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$255.6M02026-06-30
Morgan Stanley$139.9M23,1852026-06-30
UBS Group AG$105.4M02026-06-30
Jones Financial Companies LLLP$103.7M02026-06-30
Lpl Financial LLC$99.7M23,4582026-06-30
Linscomb Wealth, Inc.$86.3M212026-06-30
Creative Planning$85.7M1,1712026-06-30
Ameriprise Financial Inc$78.7M02026-06-30
Raymond James Financial Inc$58.6M02026-06-30
Wells Fargo & Company/mn$56.5M02026-06-30
Mercer Global Advisors Inc /adv$48.7M02026-06-30
Keybank National Association/oh$32.1M02026-06-30
Royal Bank of Canada$29.8M02026-06-30
Commonwealth Equity Services, LLC$28.5M2,8632026-06-30
Osaic Holdings, Inc.$27.1M02026-06-30
Iag Wealth Partners, LLC$26.6M172026-06-30
Coldstream Capital Management Inc$25.9M1362026-06-30
Cetera Investment Advisers$24.8M10,3702026-06-30
Stonebridge Financial Group, LLC$22.4M252026-06-30
Trajan Wealth LLC$21.1M522026-06-30
Baird Financial Group, Inc.$20.3M02026-06-30
Ae Wealth Management LLC$20.1M4712026-06-30
Huntington National Bank$19.8M02026-06-30
Mai Capital Management$18.3M3082026-06-30
Marion Wealth Management$18M52026-06-30
Stifel Financial Corp$17M02026-06-30
Hightower Advisors, LLC$16.5M1,0462026-06-30
Rockefeller Capital Management LP$16.5M3462026-06-30
Three Bearings Fiduciary Advisors, Inc.$16.1M22026-06-30
Kestra Advisory Services, LLC$16M1,4792026-06-30
Jpmorgan Chase & Co$13.9M02026-06-30
Northwestern Mutual Wealth Management Co$13.7M02026-06-30
Destination Wealth Management$13.6M372026-06-30
Avantax Planning Partners, Inc.$13.3M102026-06-30
Concord Wealth Partners$13.3M112026-06-30
Focus Partners Wealth$13.1M1,0482026-06-30
Avidian Wealth Enterprises, LLC$13M432026-06-30
Precedent Wealth Partners, LLC$12.6M182026-06-30
Lee, Kelleher & Klein Wealth Management$12.6M32026-06-30
Curi Capital, LLC$12.1M942026-06-30
Farther Finance Advisors, LLC$11.2M3342026-06-30
Atlantic Union Bankshares Corp$10.8M02026-06-30
Corient Private Wealth LP$10M6742026-06-30
Bank of New York Mellon Corp$10M02026-06-30
Concord Asset Management, Llc/va$9.4M22026-06-30
Fas Wealth Partners, Inc.$9.4M232026-06-30
Melone Private Wealth, LLC$8.6M22026-06-30
Dynamic$8.5M752026-06-30
Capital Investment Counsel, LLC$8.4M52026-06-30
Cornerstone Wealth Management, LLC$8M02026-06-30
United Advisor Group, LLC$8M582026-06-30
Goldstone Financial Group, LLC$7.9M172026-06-30
Grey Ledge Advisors, LLC$7.8M82026-06-30
Goldman Sachs Group Inc$7.1M02026-06-30
Dickmeyer Boyce Financial Management, Inc.$7.1M42026-06-30
Wealth Enhancement Advisory Services, LLC$7M1,0262026-06-30
Mjt & Associates Financial Advisory Group, Inc.$6.9M12026-06-30
Mariner, LLC$6.9M02026-06-30
MML Investors Services, LLC$6.6M5,1202026-06-30
Main Street Financial Solutions, LLC$6.6M412026-06-30
Segall Bryant & Hamill, LLC$6.6M02026-06-30
Envestnet Pmc$6.6M602026-06-30
D.A. Davidson & Co.$6.5M6892026-06-30
Equitable Holdings, Inc.$6.5M02026-06-30
Roan Capital Partners$6.2M42026-06-30
Modera Wealth Management, LLC$6.2M1352026-06-30
Copper Harbor Investment Advisors, LLC$6.1M52026-06-30
Long Run Wealth Advisors, LLC$6M02025-12-31
Ifg Advisory, LLC$5.9M1102026-06-30
TD Waterhouse Canada Inc.$5.6M02026-06-30
Atria Investments, Inc$5.6M62026-06-30
Focus Partners Advisor Solutions, LLC$5.6M422026-06-30
Jfs Wealth Advisors, LLC$5.4M332026-06-30
Frazier Financial Advisors, LLC$5.4M112026-06-30
Private Capital Management$5.2M102026-06-30
Cahill Financial Advisors, Inc.$5M122026-06-30
Apeiron RIA LLC$5M112026-06-30
Jpl Wealth Management, LLC$4.9M22026-06-30
Harbour Wealth Management Group, Inc.$4.9M32026-06-30
Cascade Financial Partners, LLC$4.8M72026-06-30
Inspirion Wealth Advisors, LLC$4.7M102026-06-30
Viaable, LLC$4.6M42026-06-30
Nikulski Financial, Inc.$4.6M82026-06-30
Larson Financial Group LLC$4.5M672026-06-30
Sage Capital Management, LLC$4.5M32026-06-30
Beacon Pointe Advisors, LLC$4.4M4662026-06-30
Southstate Bank Corp$4.4M02026-06-30
Meridian Wealth Management, LLC$4.3M582026-06-30
Beacon Financial Group$4.3M82026-06-30
Defined Financial Planning LLC$4.2M02025-09-30
Private Advisor Group, LLC$4.2M9272026-06-30
Captrust Financial Advisors$4.1M9622026-06-30
Midwest Trust Co$4.1M02026-06-30
Hancock Whitney Corp$3.8M02026-06-30
Independence Bank of Kentucky$3.7M02026-06-30
United Capital Financial Advisors, LLC$3.6M1662026-06-30
Ep Wealth Advisors, LLC$3.4M3382026-06-30
Wealthcare Advisory Partners LLC$3.3M1702026-06-30
Intrua Financial, LLC$3.3M362026-06-30
Founders Grove Wealth Partners, LLC$3.2M22026-06-30
Brady Martz Wealth Solutions, LLC$3.1M82026-06-30
Sanctuary Advisors, LLC$3.1M4012026-06-30
Cwm, LLC$3M6672026-03-31
&partners$3M5552026-06-30
Arkadios Wealth Advisors$3M2262026-06-30
Fiduciary Financial Advisors$2.9M512026-06-30
Vident Advisory, LLC$2.9M62026-06-30
Nbt Bank, N.A.$2.9M02026-06-30
Summit Wealth Group LLC / Co$2.8M392026-06-30
Oxinas Partners Wealth Management$2.8M72026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$2.8M992026-06-30
Financial Insights Wealth Management$2.7M82026-06-30
Powers Advisory Group, LLC$2.7M42026-06-30
Hf Advisory Group, LLC$2.6M22026-06-30
Northern Trust Corp$2.6M02026-06-30
Jnba Financial Advisors$2.6M302026-06-30
Fmr LLC$2.6M02026-06-30
Harbour Investments, Inc.$2.6M2472026-06-30
Savant Wealth Management$2.6M4052026-06-30
Principal Securities, Inc.$2.5M1,4632026-06-30
First Hawaiian Bank$2.5M02026-06-30
Farmers National Bank$2.5M02026-06-30
Silverlake Wealth Management LLC$2.5M92026-06-30
Bip Wealth, LLC$2.5M622026-06-30
Captrust Wealth Advisors$2.3M202026-06-30
Wealthspire Advisors, LLC$2.3M2372026-06-30
Composition Wealth, LLC$2.2M762026-06-30
Toptier Wealth Management, LLC$2.2M22026-06-30
Salomon & Ludwin, LLC$2.2M62026-06-30
Kingswood Wealth Advisors, LLC$2.2M1232026-06-30
Prosperity - An Eisneramper Company$2.1M652026-06-30
Apollon Wealth Management, LLC$2.1M1512026-06-30
Stock Yards Bank & Trust Co$2.1M02026-06-30
Financial Advisory Partners, LLC$2.1M42026-06-30
Wealthcare Capital Partners, LLC$2M82026-06-30
O'Shaughnessy Asset Management, LLC$2M582026-06-30
Integrated Wealth Concepts LLC$1.9M4802026-06-30
Yarger Wealth Strategies, LLC$1.9M42026-06-30
Harbor Investment Advisory, LLC$1.9M312026-06-30
Midland Wealth Management$1.8M222026-06-30
Chicago Partners Investment Group LLC$1.8M572026-06-30
Wesbanco Investment Department$1.8M12026-06-30
Great Valley Advisor Group, LLC$1.8M2052026-06-30
Benjamin Edwards Inc$1.8M02026-06-30
Biondo Investment Advisors, LLC$1.8M122026-06-30
Argent Trust Co$1.7M02026-06-30
Newsquare Capital, LLC$1.7M62026-06-30
Fifth Third Bancorp$1.7M02026-06-30
Opes Wealth Management LLC$1.7M02026-03-31
Wealth Enhancement Trust Services, Inc.$1.6M02026-06-30
Org Partners LLC$1.6M02025-12-31
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$1.6M12026-06-30
Culbertson A N & Co Inc$1.6M72026-06-30
Truist Financial Corp$1.6M02026-06-30
Southland Equity Partners, Llc.$1.6M252026-06-30
Coppell Advisory Solutions LLC$1.5M762026-06-30
Strategic Family Wealth Counselors, LLC$1.5M42026-06-30
Aptus Capital Advisors, LLC$1.5M212026-06-30
Soltis Investment Advisors LLC$1.5M782026-06-30
Gladstone Institutional Advisory LLC$1.5M1082026-06-30
Resurgent Financial Advisors LLC$1.5M92026-06-30
Quantinno Capital Management LP$1.4M02026-06-30
Snowden Capital Advisors LLC$1.4M1222026-06-30
Edelman Financial Engines$1.4M7222026-06-30
Merit Financial Group, LLC$1.4M2952026-06-30
Pasadena Private Wealth, LLC$1.4M02026-06-30
Comerica Bank$1.3M02025-12-31
Financial Management Network Inc$1.3M212026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Envision Financial LLC$1.3M42026-06-30
Eastern Bank$1.3M02026-06-30
Cadence Bank$1.3M02025-12-31
Oppenheimer & Co. Inc.$1.3M1,1662026-06-30
Iht Wealth Management LLC$1.3M1592026-06-30
Omni 360 Wealth, Inc.$1.2M52026-06-30
Mosley Wealth Management$1.2M122026-06-30
Steward Partners Investment Advisory, LLC$1.2M4812026-06-30
Principle Wealth$1.2M212026-06-30
Lido Advisors, LLC$1.2M3202026-06-30
Ims Capital Management$1.2M02025-09-30
Anson Capital, Inc.$1.1M32026-06-30
Bristlecone Advisors, LLC$1.1M02025-09-30
Apexium Financial, LP$1.1M02025-09-30
Kaydan Wealth Management, Inc.$1.1M62026-06-30
Pacific Sun Financial Corp$1.1M32026-06-30
Mather Group, Llc.$1.1M1102026-06-30
Holos Integrated Wealth$1.1M32026-06-30
Prairie Wealth Advisors, Inc.$1.1M92026-06-30
Meridian Financial Advisors, LLC$1M22026-06-30
Cerity Partners LLC$1M7772026-06-30
Gryphon Financial Partners LLC$1M162026-06-30
Vicus Capital$1M902026-06-30
Waverly Advisors, LLC$1M2312026-06-30
Causey Wealth LLC$1M42026-06-30
Blackrock, Inc.$993.6K02026-06-30
Wealthplan Investment Management, LLC$985.3K292026-06-30
Collaborative Wealth Managment Inc.$983.8K132026-06-30
Denver Wealth Management, Inc.$979.5K122026-06-30
Focus Financial$977.8K1212026-06-30
Platform Technology Partners$975K102026-06-30
Geneos Wealth Management, Inc.$972.4K1932026-06-30
Globalt Investments LLC / Ga$972.4K122026-06-30
Highland Investment Advisors LLC$930.7K102026-06-30
Navis Wealth Advisors LLC$917.9K72026-06-30
Msa Financial$906.4K82026-06-30
Brady Family Wealth, LLC$906.3K32026-06-30
Selby Wealth Management$902K32026-06-30
Pinnacle Associates, Ltd.$892.7K332026-06-30
Milestone Asset Management Group, LLC$885.2K42026-06-30
Marathon Strategic Advisors, LLC$881.1K12026-06-30
Lanark Financial, Inc.$870.1K692026-06-30
Cpc Advisors, LLC$845.2K172026-06-30
Summit Financial, LLC$837.1K2292026-06-30
Assuredpartners Investment Advisors$836.3K292026-06-30
Global Retirement Partners LLC$820.7K4912026-06-30
Friday Financial$813.2K312026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$804.7K02026-06-30
Octavia Wealth Advisors LLC$796.8K332026-06-30
Team Financial Group, LLC$778.9K62026-06-30
Highpoint Advisor Group LLC$767.2K1142026-06-30
Shp Wealth Management$758.5K322026-06-30
Newedge Advisors$756.9K6012026-06-30
J.W. Cole Advisors, Inc.$753K4992026-06-30
Western Wealth Management, LLC$743.9K1122026-06-30
Johnson Investment Counsel Inc$740.1K652026-06-30
Aqr Capital Management LLC$716.9K12026-06-30
Redmond Asset Management, LLC$701.3K22026-06-30
Exencial Wealth Advisors, LLC$699.9K02026-03-31
Ironwood Investment Counsel, LLC$697.4K132026-06-30
Flputnam Investment Management Co$695.6K782026-06-30
Asset Dedication, LLC$695.4K112026-06-30
Uhlmann Price Securities, LLC$687.8K02026-06-30
New Insight Wealth Advisors$683.2K52026-06-30
Allworth Financial, LP$678.6K3172026-06-30
Pinnacle Wealth Management Advisory Group, LLC$676.6K102026-06-30
Simmons Bank$675.6K02026-06-30
Hanover Advisors Inc$670.9K22026-06-30
New Hampshire Trust$667.2K02026-06-30
Centennial Wealth Advisory LLC$660.4K102026-06-30
Xtx Topco Ltd$650.5K02026-06-30
Vines Capital Management, LLC$642.8K32026-06-30
Cape Ann Savings Bank$633.5K02026-06-30
Wcg Wealth Advisors LLC$625.8K1302026-06-30
Hb Wealth Management, LLC$623.6K1692026-06-30
Franklin Resources Inc$617.4K02026-06-30
Mcf Advisors LLC$613.4K332026-06-30
Ancora Advisors LLC$579.4K102026-06-30
Saxon Financial Group$575.5K152026-06-30
Trustmark Bank Trust Department$554.4K02026-06-30
Wealthpoint Advisors$551.9K32026-06-30

The 250 largest of 496 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30